ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $408,000 | -0.2% | 1,392 | +0.1% | 0.14% | +2.2% |
| Q3 2021 | $409,000 | -5.8% | 1,391 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $434,000 | -24.7% | 1,391 | -27.4% | 0.14% | -29.4% |
| Q1 2021 | $576,000 | +4.9% | 1,915 | +0.1% | 0.19% | -2.5% |
| Q4 2020 | $549,000 | +151.8% | 1,914 | +16.2% | 0.20% | +56.7% |
| Q1 2016 | $218,000 | -67.5% | 1,647 | -65.8% | 0.13% | -59.6% |
| Q4 2015 | $670,000 | -11.6% | 4,811 | -14.9% | 0.31% | -40.2% |
| Q3 2015 | $758,000 | – | 5,656 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cohen Klingenstein LLC | 678,065 | $109,616,000 | 17.54% |
| Rinet Co LLC | 138,836 | $22,444,000 | 10.21% |
| Corundum Group, Inc. | 33,610 | $5,433,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 45,018 | $7,278,000 | 6.66% |
| Crestone Asset Management LLC | 81,495 | $13,174,000 | 5.93% |
| BARING ASSET MANAGEMENT Ltd | 514,376 | $82,917,000 | 5.80% |
| Barber Financial Group, Inc. | 90,982 | $14,708,000 | 5.03% |
| JOYN Advisors, Inc. | 95,172 | $15,385,000 | 5.02% |
| LBJ Family Wealth Advisors, Ltd. | 32,710 | $5,288,000 | 5.02% |
| Ken Stern & Associates, Inc. | 62,534 | $10,300,000 | 4.83% |